heeaaath
New Contributor
since ‎10-23-2020
‎04-10-2025

User Statistics

  • 4 Posts
  • 0 Solutions
  • 2 Kudos given
  • 16 Kudos received

User Activity

I use the follow up screen frequently to follow up on expiring/expired memberships. When I click on a line item, it directs me to the customers membership screen. I wish I didn't have to go back to the location/customer screen to build the estimate f...
( COMMUNITY-I-1659 ) I'd like the ability for there to be a trigger for our tags. The same way that there are triggers for forms. For example, if Service Titan recognizes that we're visiting a new customer, it will apply a "new customer" tag to their...
COMMUNITY-I-1659I'd like the ability for there to be a trigger for our tags. The same way that there are triggers for forms. For example, if Service Titan recognizes that we're visiting a new customer, it will apply a "new customer" tag to their job....
Hello! I'm curious to know how everyone has their call reasons set up.We're diving deeper into our call booking metrics and I'd like to hear/see what practices you are using.What call reasons are leads? Which are not?
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